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Client Services Team Leader - Financial Services

Eingestellt von ISL (Incite Solutions Ltd)

Gesuchte Skills: Client

Projektbeschreibung

Leading Financial Services provider require a Client Services Team Leader on a 12 month fixed term contract basis to cover project work within the team. You will manage and develop a team of Customer Service Assistants supporting IFA clients to work towards achieving business objectives and direct investment. You will provide quality monitoring, managing risk and developing and implementing process improvements to drive operational efficiency whilst delivering excellent customer service.

Responsibilities:
*Managing a team of 8 staff. Allocating their work load and measuring their performance
*Monitoring quality, managing risk and developing and implementing process improvements to drive operational efficiency
*Motivating and developing individual team members
*Carrying out regular staff appraisals
*Working with individual team members to create achievable training and development plans
*Identifying recruitment needs
*Producing and analysing relevant MI to identify trends
*Regularly reviewing and updating procedures to reflect changes in processes

Key Qualities:
*Experience of leading a team within client or customer services
*Knowledge of investment products covering Equity, Fixed Income/Bonds, Unit Trusts, OEICs, SIPP, etc would be highly desirable
*Previous financial services experience is essential
*Experience of working within a regulated FSA/FCA environment
*Experience of performing 121s and staff appraisals is required
*Proven track record of working accurately within defined processes
*A positive attitude to motivate, coach and mentor others to achieve key targets and goals
*Rapport building, influencing and negotiation skills

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

  • Kategorie:

    IT Entwicklung

  • Skills:

    client

ISL (Incite Solutions Ltd)